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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,011 | $183,539-90.7% | $155,556-89.1% | $145,897-88.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.15% | 61.31%-39.2pp | 64.84%-42.7pp | 552.29%-530.1pp |
| Employer contribution / active EE | $2,026 | $5,315-61.9% | $4,675-56.7% | $4,663-56.5% |
| Participant deferral / active EE | $5,430 | $6,467-16.0% | $5,631-3.6% | $6,689-18.8% |
| Admin fee / account holder | $498 | $19,275-97.4% | $15,885-96.9% | $13,390-96.3% |